There’s also a welcome pack for new free schools, which is updated annually. The latest edition of the free schools welcome pack is the free school welcome pack: September 2018
(PDF, 560KB, 23 pages)
.

The welcome packs include:

details of key actions for you to fulfil within your first few months of opening

links to more information about some of the detailed guidelines that you’ll need

information about other finance related activities for which we’re not responsible and signposts to where you can find further information

an introduction to our areas of work to give you a broad overview of where you can expect to interact with us

an introduction to our key services and systems and what you need to know and do to use these services successfully

Academies funding allocation delivery schedule

We send a draft funding allocation statement, a reminder funding allocation statement and a final funding allocation statement for the first academic year of opening (2018 to 2019).

We send draft funding allocation statements as soon as possible after an academy order is granted with reminder funding allocation statements being sent the month prior to opening. You’ll receive these by email using the address you gave your project lead during conversion.

We’ll upload final funding allocations to Document Exchange (via Secure Access). Multi-academy trusts will be able to see new academies in their trusts in the second month of opening.

Academies opening in the 2018 to 2019 academic year

Date of academy opening

Draft funding allocation issued

Final funding allocation issued by

September 2018

Mid August 2018

Late September 2018

October 2018

Mid September 2018

Late October 2018

November 2018

Mid October 2018

Late November 2018

December 2018

Mid November 2018

Late December 2018

Estimating your allocation

Before you receive your draft funding allocation statement, you can make an estimate of your allocation. We’ve produced a guide that explains how to estimate a new academy’s revenue funding, known as the general annual grant (GAG). The guide links to online data and has examples for each of the main elements of the GAG.

For academies opening as free schools or university technical colleges (UTC), your school budget share will be based on the local authority funding formula. We’ve produced templates for individual schools to calculate indicative allocations based on their own information.

These are available, with further information about funding, for each of these academy types:

Contact us

2 November 2018
We've added the November 2018 version of the welcome pack for new academies

7 September 2018
We've updated this page to remove information relating to academy trusts. This information can now be found on our new page 'Academy trusts: information for new trusts'.
We've also added the September version of the academies welcome pack.

3 April 2018
We've added the April 2018 version of the academies welcome pack and updated the academies funding allocation delivery schedule.

18 December 2017
We've added the December 2017 version of the welcome pack and updated the academies funding allocation delivery schedule.

7 April 2017
We've updated the academies funding allocation delivery schedule and replaced the link to a video guides, which can now be watched on this page.

1 March 2017
Updated the schedule for when new academies will receive their funding allocations statements for both 2016 to 2017 and 2017 to 2018 academic years .

5 December 2016
Updated to include the December welcome pack

2 November 2016
Updated to include the November welcome pack

4 October 2016
Updated to include the October edition of the welcome pack

1 September 2016
Updated for September openers.

1 July 2016
Updated to include the July edition of the welcome pack.

2 June 2016
Updated for June openers

3 May 2016
Update and added welcome pack for May 2016 openers.

1 April 2016
Update and added welcome pack for April openers.

1 March 2016
Updated the welcome pack for new academies.

12 February 2016
Updated with the February welcome pack.

4 February 2016
Timetable of Funding Allocation documents for In year openers now available for openers up to March 2017

4 January 2016
Updated with the January 2016 welcome pack for new academies

1 December 2015
Updated with welcome pack for academies opening in December 2015.

4 November 2015
Updated with academies welcome pack for November 2015.

1 October 2015
Updated with the welcome pack for October openers.

1 September 2015
Updated with the September 2015 new academies welcome pack.

27 August 2015
Update to funding allocations delivery schedule.

1 June 2015
Updated welcome pack for new academies published

2 March 2015
New academies welcome pack updated and re-published for March 2015 openers

2 February 2015
Welcome pack updated for new openers from 2 February 2015

21 January 2015
The funding allocation delivery schedule has been updated and the there is now a link to a guide about estimating a new academy’s revenue funding.

2 January 2015
Welcome pack updated for new openers from 2 January 2015

1 December 2014
Welcome pack updated for new openers from 1 December 2014

4 November 2014
Welcome pack for new academies updated.

30 September 2014
Welcome pack for new academies added.

23 September 2014
Updated to include funding allocation delivery schedule for academies opening in the 2014 to 2015 academic year and details about estimating allocations.

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